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AdvisorCensus / Financial advisors / Georgia / Atlanta / Wealth Science Advisors LLC

Wealth Science Advisors LLC

Alpharetta, GASEC-registered investment adviserCRD 321031

Filed as WEALTH SCIENCE ADVISORS LLC

Wealth Science Advisors LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

4 years
registered since 2022
$558,749,507
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Wealth Science Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Wealth Science Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

How much does Wealth Science Advisors LLC charge?

Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $125 to $1,200 an hour (financial planning and related consulting services regarding matters such…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Wealth Science Advisors LLC located?

Wealth Science Advisors LLC's principal office is in Alpharetta, GA, according to its Form ADV.

Is Wealth Science Advisors LLC registered with the SEC or a state?

Wealth Science Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321031.

How much does Wealth Science Advisors LLC manage?

Wealth Science Advisors LLC reports $558,749,507 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

How have Wealth Science Advisors LLC's assets and staff changed since 2022?

In the Form ADV data for Wealth Science Advisors LLC: Regulatory assets under management: $282,793,402 in the October 2022 data and $558,749,507 in the October 2026 data, up 98%. Total employees: 8 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Wealth Science Advisors LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (138); individuals (other than high net worth individuals) (135).

Which custodians does Wealth Science Advisors LLC use?

Wealth Science Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

Does Wealth Science Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321031

What changed in Wealth Science Advisors LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 7 to 8.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $125 to $1,200 an hour (financial planning and related consulting services regarding matters such…)

The brochure's wording
The amount of the planning fee shall generally be based upon the individual providing the service and the scope and complexity of the services to be provided (typically ranging from $125 to $1,200 on an hourly rate basis

As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$558,749,507

$558,749,507 as of October 2026, filing dated March 26, 2026.

Discretionary: $558,749,507.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 135 Assets $34,237,823 (6%)
High net worth individuals
Clients 138 Assets $524,511,684 (94%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 9. Performing investment advisory functions: 8.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
7 states or jurisdictions
FLGANCNYSCTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$283M 2022 $313M 2023 $369M 2024 $513M 2025 $559M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$558,749,5079March 26, 2026
October 2025$512,509,1488April 30, 2025
October 2024$368,892,8117September 3, 2024
October 2023$313,467,0067July 17, 2023
October 2022$282,793,4028September 1, 2022

Regulatory assets under management: $282,793,402 in the October 2022 data and $558,749,507 in the October 2026 data, up 98%.

Total employees: 8 in October 2022 and 9 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 7 to 8.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
sportspsychanalytics.comwealthscienceadvisors.net

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Wealth Science Advisors LLC (CRD 321031): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031